Measured Wealth Private Client Group, LLC Spdr S&P 600 Small Cap Growth Transaction History

Measured Wealth Private Client Group, LLC

$296 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$81.25 - $88.21 $39,325 - $42,693	-484 Reduced 8.85%	4,982 $427,000
Q1 2024 Apr 18, 2024	SELL	$80.09 - $87.23 $248,759 - $270,936	-3,106 Reduced 36.23%	5,466 $476,000
Q4 2023 Feb 06, 2024	SELL	$68.97 - $85.01 $53,520 - $65,967	-776 Reduced 8.3%	8,572 $716,000
Q3 2023 Oct 18, 2023	BUY	$72.54 - $80.81 $15,305 - $17,050	211 Added 2.31%	9,348 $684,000
Q2 2023 Jul 20, 2023	SELL	$69.81 - $77.05 $1,535 - $1,695	-22 Reduced 0.24%	9,137 $703,000
Q1 2023 May 01, 2023	SELL	$70.74 - $80.39 $16,977 - $19,293	-240 Reduced 2.55%	9,159 $675,000
Q4 2022 Jan 23, 2023	SELL	$68.91 - $78.35 $5,030 - $5,719	-73 Reduced 0.77%	9,399 $0
Q3 2022 Oct 27, 2022	SELL	$67.45 - $82.5 $15,446 - $18,892	-229 Reduced 2.36%	9,472 $645,000
Q2 2022 Jul 25, 2022	SELL	$67.79 - $84.74 $355,422 - $444,291	-5,243 Reduced 35.08%	9,701 $684,000
Q1 2022 May 03, 2022	SELL	$79.77 - $93.68 $150,605 - $176,867	-1,888 Reduced 11.22%	14,944 $1.25 Million
Q4 2021 Jan 28, 2022	SELL	$87.48 - $96.13 $824,761 - $906,313	-9,428 Reduced 35.9%	16,832 $1.56 Million
Q3 2021 Nov 01, 2021	SELL	$83.59 - $91.68 $165,424 - $181,434	-1,979 Reduced 7.01%	26,260 $2.29 Million
Q2 2021 Aug 05, 2021	BUY	$82.26 - $89.48 $1.05 Million - $1.14 Million	12,736 Added 82.15%	28,239 $2.51 Million
Q1 2021 May 04, 2021	BUY	$75.75 - $89.99 $167,180 - $198,607	2,207 Added 16.6%	15,503 $1.33 Million
Q4 2020 Jan 20, 2021	BUY	$59.86 - $77.16 $26,338 - $33,950	440 Added 3.42%	13,296 $1.02 Million
Q3 2020 Oct 15, 2020	BUY	$55.29 - $63.27 $100,959 - $115,531	1,826 Added 16.55%	12,856 $759,000
Q2 2020 Aug 03, 2020	BUY	$42.16 - $60.6 $110,838 - $159,317	2,629 Added 31.29%	11,030 $626,000
Q1 2020 Apr 22, 2020	SELL	$39.85 - $66.69 $68,860 - $115,240	-1,728 Reduced 17.06%	8,401 $388,000
Q4 2019 Jan 15, 2020	BUY	$57.76 - $64.9 $328,943 - $369,605	5,695 Added 128.44%	10,129 $654,000
Q3 2019 Oct 11, 2019	BUY	$59.51 - $62.08 $263,867 - $275,262	4,434 New	4,434 $264,000

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# of Institutions

494

Shares Held

26.7M

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